ROOT FINANCIAL PARTNERS, LLC
Legal name: ROOT FINANCIAL PARTNERS
CRD #290289 SEC #801-125945 ENCINITAS, CA (760) 452-0720
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
40
Clients
--
Accounts
2,597
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $1.1B | $0 | 40 | 0 |
| Aug 2025 | $1.1B | $1.1B | $0 | 40 | 0 |
| Jul 2025 | $1.1B | $1.1B | $0 | 40 | 0 |
| May 2025 | $1.1B | $1.1B | $0 | 40 | 0 |
| Apr 2025 | $1.1B | $1.1B | $0 | 40 | 0 |
| Apr 2025 | $1.1B | $1.1B | $0 | 40 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 40 | 0 |
| Jan 2025 | $399.2M | $399.2M | $0 | 15 | 0 |
| Jan 2025 | $399.2M | $399.2M | $0 | 15 | 0 |
| Jan 2025 | $399.2M | $399.2M | $0 | 15 | 0 |
| Jan 2025 | $399.2M | $399.2M | $0 | 15 | 0 |
| Nov 2024 | $399.2M | $399.2M | $0 | 15 | 0 |
| Nov 2024 | $399.2M | $399.2M | $0 | 15 | 0 |
| Oct 2024 | $399.2M | $399.2M | $0 | 15 | 0 |
| Oct 2024 | $399.2M | $399.2M | $0 | 15 | 0 |
| Oct 2024 | $399.2M | $399.2M | $0 | 15 | 0 |
| Aug 2024 | $399.2M | $399.2M | $0 | 15 | 0 |
| Apr 2024 | $399.2M | $399.2M | $0 | 15 | 0 |
| Apr 2024 | $399.2M | $399.2M | $0 | 15 | 0 |
| Mar 2024 | $399.2M | $399.2M | $0 | 15 | 0 |
| Nov 2023 | $187.5M | $187.5M | $0 | 6 | 0 |
| Sep 2023 | $187.5M | $187.5M | $0 | 6 | 0 |
| Aug 2023 | $187.5M | $187.5M | $0 | 6 | 0 |
| Aug 2023 | $187.5M | $187.5M | $0 | 6 | 0 |
| Apr 2023 | $187.5M | $187.5M | $0 | 6 | 0 |
| Feb 2023 | $187.5M | $187.5M | $0 | 6 | 0 |
| Sep 2022 | $132.6M | $132.6M | $0 | 3 | 0 |
| Jul 2022 | $132.6M | $132.6M | $0 | 3 | 0 |
| May 2022 | $132.6M | $132.6M | $0 | 3 | 0 |
DateNov 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients0
DateJul 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients0
DateMay 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients0
DateJan 2025
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateJan 2025
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateJan 2025
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateJan 2025
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateNov 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateNov 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateOct 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateOct 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateOct 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateAug 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees15
Clients0
DateNov 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees3
Clients0